Finivi Inc. filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 183.11 M reflecting a +5.92% change from the prior quarter, spanning 103 assets. The top 10 holdings comprised 38.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 12 complete exits.
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Finivi submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Finivi reported a managed portfolio value of 183.11 M, consisting of 103 individual positions.
This page displays the raw filing documents. To see which stocks Finivi bought or sold during Q1 2026, please visit Finivi's Portfolio Analysis page.